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Home › Insights

Business Exit Planning Blog Articles & Insights

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s professional advisors. From value growth strategies to Owner Based planning frameworks, these resources help advisors lead more confidently and serve business owners at a higher level.
Explains the strategy for football and signifies the strategy needed in business exit planning.

Championship Advisor Teams: A Super Bowl Strategy for Exit Planning

admin February 9, 2024

It’s Super Bowl Weekend! As the San Francisco 49ers get ready to take on the reigning champs in the Kansas City Chiefs, business owners around the country are looking to exit their businesses, but might not have the right resources to reach all of their goals at the time of their exit. Boost business exits with a Super Bowl plan: Form an elite advisor team, focusing on expertise, early strategy, and execution for a seamless transition.

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The Power of Collective Expertise in The Business Value Conversation

admin February 2, 2024

Collaborative expertise can lead to a remarkable increase in business value. In today’s evolving business world, the synergy of collective knowledge isn’t just beneficial – it’s essential.

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Helping Owners Avoid Business Risk: Opportunities for Owner-Based Planners

admin January 26, 2024

Business owners often focus on growing their companies while neglecting to mitigate risk. Enter owner-based planning – a proven process for growing while protecting business value.

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Give Business Owners What They Want: Growing & Protecting Business Cash Flow and Value

admin January 19, 2024

BEI’s Owner-Based Planning (OBP) is a suite of training, marketing tools & deliverables that equips you to help business owners grow and protect business value.

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advisory practice resolutions

Elevating Your Advisory Practice in 2024: The Power of Exit Planning and Owner-Based Planning

admin January 12, 2024

In 2024, the advisor requires an owner-centric approach to planning with an advisory practice that offers the services owners need to grow and protect value.

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Best BEI Blogs of 2023

BEI’s Top Blogs of 2023: Insights and Innovative Strategies

admin December 29, 2023

For many owners and their advisors, Exit Planning is an essential yet often overlooked aspect of the business world. Don’t worry, the team at BEI has consistently provided valuable insights into this critical area through its top blogs of 2023! Join us as we explore the key takeaways from these insightful articles, offering a comprehensive guide for business owners and advisors. 

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Best BEI Podcasts of 2023

admin December 15, 2023

We’re bringing you our five most engaging and insightful podcasts of the year! In this series of BEI’s top 2023 podcasts, we showcase expert insights on Exit and Succession Planning, alongside cutting-edge tax strategies for family businesses.
Each episode offers valuable perspectives and practical advice, making them essential listening for professionals in the planning world. We invite you to explore these discussions to enhance your understanding and strategy in Exit Planning, and encourage you to connect with us for further growth in 2024!

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Best BEI Webinars of 2023

admin December 8, 2023

This compilation of the top BEI webinars in 2023 dives into a diverse array of subjects that have shaped the industry and sparked planning conversations.

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From Vision to Victory: The Impact of Goals in Exit Planning

admin December 1, 2023

In the dynamic landscape of business, the art of Exit Planning emerges as a pivotal skill for entrepreneurs and advisors

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Maximizing Your Business Story: A Year of Messaging & Marketing Insights from Space Monkey Partners  

admin November 17, 2023

Space Monkey Partners has worked Exit Planning Advisors to find marketing strategies for engaging and converting owners looking for Exit Planning services.

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The Crucial Role of Advisors in Planning for an Owner’s Post-Business Exit Lifestyle 

admin November 10, 2023

For many owners, the decision to exit their business is a significant milestone in their entrepreneurial journey which requires guidance from expert advisors.

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technology

Using BEI’s New Planning Software & The Importance of Technology in the World of Business Planning 

admin November 3, 2023

To help owners navigate challenges and make informed decisions, you need tools to deliver custom solutions and a tangible path forward to reach their goals

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